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            • Step 1: Install ScaleXP Invoicing in HubSpot
            • ScaleXP Invoicing: Create invoices automatically with HubSpot workflows
            • Revenue setup 1: Configure and validate revenue recognition
            • Step 2: Configure ScaleXP Invoicing
            • Prepayments 1: Select your prepayments
            • Expense setup 1: Prepare your accounts
            • Start here: Automate revenue journals
            • How to configure your P&L and balance sheet in ScaleXP (consolidated company)
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            • Creating and configuring KPI charts in ScaleXP

              Follow the interactive tutorial below to create a KPI chart on a dashboard in ScaleXP and configure the metric, time...

              July 14th, 2025 737 views 0 likes

            • How to create a budget for metrics using Google Sheets

              This article explains how to create a budget for metrics using Google Sheets and upload it into ScaleXP. Once uploaded,...

              January 29th, 2026 560 views 0 likes

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